BA
BRT

Bard Associates’s BRT Apartments BRT Stock Holding History

Bard Associates’s Portfolio BRT Stock Details BRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-266
Closed -$3.55K – 302
2026
Q1 		$3.55K Sell
266
-532
-67% -$7.72K ﹤0.01% 249
2025
Q4 		$11.9K Sell
798
-61,972
-99% -$915K ﹤0.01% 207
2025
Q3 		$998K Sell
62,770
-55,469
-47% -$866K 0.26% 90
2025
Q2 		$1.88M Sell
118,239
-725
-0.6% -$11.4K 0.6% 60
2025
Q1 		$2.05M Sell
118,964
-188
-0.2% -$3.32K 0.77% 46
2024
Q4 		$2.18M Sell
119,152
-500
-0.4% -$9.08K 0.74% 48
2024
Q3 		$2.13M Sell
119,652
-1,300
-1% -$23.6K 0.73% 51
2024
Q2 		$2.14M Sell
120,952
-500
-0.4% -$8.75K 0.82% 44
2024
Q1 		$2.07M Sell
121,452
-275
-0.2% -$4.62K 0.74% 52
2023
Q4 		$2.29M Sell
121,727
-755
-0.6% -$13.4K 0.87% 44
2023
Q3 		$2.12M Buy
122,482
+395
+0.3% +$7.47K 0.88% 42
2023
Q2 		$2.45M Buy
+122,087
New +$2.26M 0.95% 40

Other funds holding BRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bard Associates's BRT Position: Q2 2026 in Review

Bard Associates sold out of BRT Apartments (BRT) in Q2 2026, closing a stake of 266 shares — an estimated $3.55K sold.

Bard Associates first reported a position in BRT in Q2 2023 and held it in 12 quarters. The position peaked at $2.45M in Q2 2023. 109 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Bard Associates reported no remaining BRT Apartments position as of Q2 2026 after selling out during the quarter.
  • Bard Associates sold 266 BRT Apartments shares in Q2 2026, an estimated $3.55K.
  • Bard Associates first reported a position in BRT Apartments in Q2 2023 and held it in 12 quarters.
  • Bard Associates's BRT Apartments position peaked at $2.45M in Q2 2023.
  • 109 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.